Quincy Cass Associates, Incorporated

Broker-DealerFINRA MemberEst. 1936
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
686
Registered since
January 1, 1936

Firm profile

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Overview

Quincy Cass Associates, Incorporated is an SEC-registered advisory corporation that has been on the register since 1936. The firm is owned by an individual and is listed as an unclassified adviser in the available records. Public disclosures about the firm’s business lines, client makeup, and advisory activities are sparse. The firm reports it is not a capital allocator and does not identify as an active ESG investor. It is not flagged as a multi-state adviser, pension consultant, or related adviser in the provided data.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Mark Minichiello

    Mark Minichiello

    Chief Executive OfficerCRD 1863304

  • Daniel Guay

    Daniel Guay

    Chief Financial OfficerCRD 4015808

  • Deanna Adams

    Deanna Adams

    Chief Investment OfficerCRD 7475707

Contacts

3 of 5
  • Jens Spitta

    Jens Spitta

    Senior Wealth AdvisorCRD 432314

  • Guadalupe Benitez Chavez

    ShareholderCRD 4524777

  • Rebecca Terrazas

    Executive Vice PresidentCRD 4745911

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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